# vCita MCP for AI Agents AI Agent Connect > vCita MCP connects your small business management account to your AI agent. It lets you handle scheduling, client records, and billing through simple conversation. You can book appointments, track invoices, and manage your team without switching tabs or logging into a separate dashboard. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_AWueuuPHaEMceUIphPSV3XNLtg1bELIrAgkpg9ZA/ai-agent-connect - **Tags:** small-business-management, appointment-booking, client-portal, invoicing, business-automation ## Description Running a small business usually means jumping between a calendar, a CRM, and a payment processor. This Connector changes that by letting you manage your vCita account through a natural conversation with your AI agent. Instead of hunting for links or copy-pasting data, you can just ask your agent to find a specific client's history, book a new service for next week, or check who still owes you money. It handles the heavy lifting of looking up information and making entries in your records so you can stay focused on your actual work. Whether you're checking if a client paid their latest invoice or seeing which staff members are available for a shift, everything happens in your workspace. Finding this tool in the Vinkius catalog makes it easy to get your business operations running through a single chat interface. You stop digging through menus and start getting things done. ## Tools ### create_new_booking Schedule a new service for a client. This puts events on your calendar instantly. ### create_crm_client Add a new customer to your CRM. It saves the metadata so your AI knows who they are. ### get_api_status Check if your account is connected. Use this to ensure the bridge to vCita is active. ### get_client_details Pull specific info for a customer. It's the fastest way to see a client's history during a chat. ### list_staff_members See your whole team list. Your agent can use this to check who's on the payroll or in the office. ### list_scheduled_appointments Get a list of all upcoming bookings. This helps you see your week at a glance. ### list_crm_clients Search your entire customer database. Your agent can find any client record based on your request. ### list_price_estimates View the quotes you've sent out. Use this to see what jobs are pending approval. ### list_client_invoices Pull a list of all bills you've sent. It helps you track who hasn't paid yet. ### list_recorded_payments See every transaction in your history. Use this to verify cash flow and successful charges. ### list_offered_services View your full catalog of bookable items. Your agent uses this to know what you actually sell. ### cancel_appointment Remove a booking from the schedule. This lets your agent handle cancellations without manual clicks. ## Prompt Examples **Prompt:** ``` Show me my upcoming appointments for this week. ``` **Response:** ``` I've retrieved your schedule. You have 3 appointments: | Appointment | Client | Day & Time | | :--- | :--- | :--- | | Consultation | John Doe | Tue, 10 AM | | Strategy Session | Jane Smith | Wed, 2 PM | | Follow-up | Mike Ross | Fri, 9 AM | Which one would you like more details on? ``` **Prompt:** ``` Search for a client with the email 'jane.doe@example.com'. ``` **Response:** ``` I've found the record for **Jane Doe** (ID: cl_10293). * **Status:** Registered Client * **Outstanding Balance:** $150 * **Next Appointment:** Wednesday Would you like me to retrieve her full contact history? ``` **Prompt:** ``` Book a 'New Consultation' for client 'cl_10293' on Dec 1st at 10 AM. ``` **Response:** ``` ### Booking Successful! I've scheduled the **New Consultation** for client **cl_10293** on **2024-12-01 at 10:00 AM UTC**. A confirmation has been sent to the client. ``` ## Capabilities ### Book new services Your agent can schedule a new service for a client instantly. ### Add new customers Create new records in your CRM with full metadata support. ### Check account status Verify your connection to vCita is active and healthy. ### Look up client details Pull specific information for any customer in your database. ### View team members See your list of staff members and their specific roles. ### See upcoming appointments Retrieve a list of all your current and future bookings. ### Search CRM customers Find any client record based on your specific search criteria. ### View client estimates Check the price estimates you've sent to your clients. ### Pull invoice history List all the invoices you've sent out to your customers. ### Track payments Monitor your transactions and see which payments were recorded. ### See offered services Query your catalog of bookable services and their prices. ### Cancel a booking Remove an existing appointment from your schedule immediately. ## Use Cases ### Booking a new consultation A freelancer asks their agent to book a 'New Consultation' for a specific client on a Tuesday. The agent uses create_new_booking to handle it. ### Checking on late payments A business owner asks who hasn't paid their latest bill. The agent uses list_client_invoices to find the outstanding balances. ### Finding a client's history A receptionist needs to know a client's past services. The agent uses get_client_details to pull the full record instantly. ### Managing staff availability An manager wants to see who is working today. The agent uses list_staff_members to provide a quick summary of the team. ## Benefits - Automate your booking process using create_new_booking so you never have to manually enter dates and times again. - Keep your database clean by using create_crm_client to add new leads directly from your chat interface. - Track your cash flow faster with list_client_invoices and list_recorded_payments to see exactly what's owed. - Ensure your agent always gives correct pricing by using list_offered_services to view your catalog. - Manage your team more effectively using list_staff_members to see who is available for specific roles. ## How It Works The bottom line is you get a conversational interface for your entire vCita business backend. 1. Subscribe to the vCita MCP via the Vinkius marketplace. 2. Enter your vCita API Token from your developer portal. 3. Start asking your AI agent to book appointments or check invoices. ## Frequently Asked Questions **Can the vCita MCP book appointments for me?** Yes, your AI agent can check your availability and book new services directly into your vCita calendar. You just need to tell the agent the service and the time. **How do I see if my clients paid?** You can ask your agent to list your invoices or check recorded payments. It will pull the latest data from vCita to show you exactly what's been paid. **Can I manage my staff with the vCita MCP?** Yes, you can ask your agent to list your team members and see their specific roles. It's a quick way to check who is on your team without opening the staff directory. **Does the vCita MCP work with my current CRM?** This Connector is specifically designed to connect with your vCita account. It will manage your vCita clients, bookings, and billing records through your AI agent. **Can I cancel a booking using the vCita MCP?** Yes, your agent can remove appointments from your schedule instantly. Just tell your agent which booking needs to be cancelled. **Can I see my price estimates with the vCita MCP?** You can ask your agent to list price estimates. It will show you the quotes you've sent out to clients so you can track pending jobs. **Can I search for a client by their email address?** Yes! Use the `list_crm_clients` tool and provide the optional email parameter. The agent will return the specific record for that client if it exists in your CRM. **How do I book a new service for an existing client?** Use the `create_new_booking` action. You'll need to provide the Client ID, the Service ID, and the start time in ISO 8601 format (e.g., 2024-12-01T10:00:00Z). **Is it possible to list all unpaid invoices via AI?** Absolutely. Use the `list_client_invoices` query. The agent will retrieve all your billing documents, and you can then ask the AI to filter or identify those with a 'pending' or 'overdue' status.